Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRN (Veren Inc.) | 18.56% | -27.85% | 2.32% | 40.15% | -9.96% | -7.81% | 1.48% | 4.54% |
Data as of 05/09/2025, AR inception is 09/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRN (Veren Inc.) | 09/12/2003 | 05/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | -27.85 | 2.32 | 40.15 | -9.96 | -7.81 | 1.48 | 4.54 | 18.56 | -21.86 | 1.99 | 38.01 | 129.58 | -47.12 | 49.82 | -58.43 | -41.84 | 20.36 | -44.23 | -36.49 | 10.16 | -8.94 | 5.51 | 26.91 | 105.87 | -13.12 | 86.90 | -5.63 | 38.70 | 46.06 | 21.03 |
| Sharpe Ratio | NA | -0.74 | -0.05 | 0.65 | -0.20 | NA | NA | 0.06 | 0.88 | -0.80 | -0.06 | 0.60 | 2.12 | -0.42 | 0.86 | -1.11 | -0.99 | 0.36 | -0.83 | -1.05 | 0.52 | -0.36 | 0.17 | 1.10 | 2.44 | -0.20 | 3.20 | -0.23 | 0.71 | 1.40 | 4.17 |
| Standard Deviation(%) | NA | 47.28 | 46.98 | 57.57 | 61.15 | NA | NA | 50.61 | 59.82 | 35.37 | 39.14 | 60.88 | 61.20 | 113.26 | 56.42 | 54.18 | 43.08 | 55.27 | 53.12 | 34.68 | 19.44 | 25.47 | 32.07 | 24.44 | 43.37 | 70.93 | 26.36 | 38.40 | 51.09 | 32.20 | 21.00 |
| Draw Down(%) | NA | 47.67 | 52.94 | 52.94 | 97.09 | NA | NA | 98.21 | 23.89 | 49.88 | 25.02 | 47.66 | 37.89 | 87.34 | 36.82 | 68.92 | 51.26 | 39.44 | 63.09 | 56.53 | 13.00 | 24.87 | 27.47 | 20.23 | 23.94 | 61.86 | 17.03 | 34.40 | 35.04 | 16.37 | 4.24 |
| Yield(%) | 0.00 | 3.80 | 4.96 | 15.81 | 1.28 | 2.58 | 9.07 | 15.05 | 1.59 | 4.84 | 5.43 | 3.94 | 1.16 | 0.28 | 1.26 | 3.42 | 2.30 | 3.52 | 7.94 | 5.92 | 6.95 | 5.51 | 6.19 | 6.94 | 10.65 | 9.52 | 16.03 | 10.75 | 11.50 | 8.97 | 4.28 |
Data as of 05/09/2025, AR inception is 09/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRN (Veren Inc.) |
-57.21%
Mar 2017 - Mar 2020 |
-46.78%
Mar 2015 - Mar 2020 |
-28.57%
Mar 2010 - Mar 2020 |
-12.50%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRN (Veren Inc.) |
113.21%
Mar 2020 - Mar 2023 |
58.71%
Mar 2020 - Mar 2025 |
25.92%
Oct 2003 - Oct 2013 |
3.21%
Oct 2003 - Oct 2018 |
Annualized Rolling Returns Comparison Chart